Select Equity Group, L.P. Purchases in Q1 2025

Select Equity Group, L.P.

  • $19.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MKL
Markel Corp

Financial Services
191K
New
$1660.14 - $2059.83 $317M - $394M
191K $358M
PAYX
Paychex Inc

Industrials
1.74M
+ 99.0%
$136.06 - $154.52 $237M - $269M
3.49M $539M
IDXX
Idexx Laboratories Inc

Healthcare
464K
New
$406.29 - $469.04 $188M - $218M
464K $195M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.61M
+ 1230.11%
$88.0 - $115.5 $142M - $186M
1.74M $198M
TECH
Bio Techne Corp

Healthcare
3.03M
+ 129.77%
$58.47 - $78.75 $177M - $239M
5.37M $315M
INTU
Intuit Inc

Technology
231K
New
$555.63 - $630.23 $128M - $145M
231K $142M
ADBE
Adobe Inc.

Technology
279K
+ 118.81%
$377.84 - $464.11 $106M - $130M
514K $197M
TSCO
Tractor Supply CO

Consumer Cyclical
1.29M
+ 16.83%
$51.66 - $57.94 $66.7M - $74.8M
8.96M $494M
JLL
Jones Lang Lasalle Inc

Real Estate
357K
+ 50.73%
$238.0 - $284.76 $85.1M - $102M
1.06M $263M
NET
Cloudflare, Inc.

Technology
643K
New
$110.71 - $176.5 $71.2M - $114M
643K $72.5M
PKG
Packaging Corp Of America

Consumer Cyclical
368K
+ 114.51%
$192.03 - $242.13 $70.7M - $89.1M
689K $136M
FAST
Fastenal CO

Industrials
767K
New
$71.11 - $79.98 $54.6M - $61.4M
767K $59.5M
APG
A Pi Group Corp

Industrials
1.22M
+ 36.85%
$35.67 - $40.88 $43.4M - $49.8M
4.52M $162M
OWL
Blue Owl Capital Inc.

Financial Services
1.94M
New
$18.49 - $26.68 $35.8M - $51.7M
1.94M $38.8M
SSB
South State Corp

Financial Services
369K
New
$89.4 - $108.33 $33M - $40M
369K $34.2M
KEX
Kirby Corp

Industrials
389K
+ 24.85%
$95.1 - $112.81 $37M - $43.9M
1.95M $197M
CASY
Caseys General Stores Inc

Consumer Cyclical
68.9K
+ 228.61%
$378.71 - $442.54 $26.1M - $30.5M
99.1K $43M
SAIA
Saia Inc

Industrials
179K
+ 59.61%
$349.29 - $508.47 $62.7M - $91.2M
480K $168M
SSNC
Ss&C Technologies Holdings Inc

Technology
341K
New
$74.75 - $89.13 $25.5M - $30.4M
341K $28.5M
PII
Polaris Inc.

Consumer Cyclical
951K
+ 142.1%
$40.9 - $58.36 $38.9M - $55.5M
1.62M $66.3M
ZTS
Zoetis Inc.

Healthcare
166K
+ 87.31%
$156.48 - $175.67 $25.9M - $29.1M
355K $58.5M
ROL
Rollins Inc

Consumer Cyclical
507K
New
$45.65 - $54.03 $23.1M - $27.4M
507K $27.4M
MKC
Mccormick & CO Inc

Consumer Defensive
185K
+ 13.48%
$71.24 - $84.73 $13.2M - $15.7M
1.56M $128M
KAI
Kadant Inc

Industrials
67.6K
+ 519.21%
$335.28 - $398.39 $22.7M - $27M
80.7K $27.2M
CAE
Cae Inc

Industrials
1.12M
+ 16.65%
$23.09 - $26.78 $25.9M - $30.1M
7.86M $193M
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
380K
+ 524.72%
$48.93 - $66.35 $18.6M - $25.2M
453K $24.7M
CWST
Casella Waste Systems Inc

Industrials
177K
+ 617.01%
$104.2 - $115.86 $18.5M - $20.5M
206K $22.9M
TYL
Tyler Technologies Inc

Technology
32.7K
New
$553.41 - $646.74 $18.1M - $21.1M
32.7K $19M
NKE
Nike, Inc.

Consumer Cyclical
234K
New
$63.29 - $81.72 $14.8M - $19.1M
234K $14.9M
POOL
Pool Corp

Industrials
37.2K
New
$314.92 - $364.31 $11.7M - $13.6M
37.2K $11.9M
CDRE
Cadre Holdings, Inc.

Industrials
393K
+ 726.58%
$29.08 - $39.84 $11.4M - $15.7M
447K $13.2M
PTLO
Portillo'S Inc.

Consumer Cyclical
933K
+ 675.08%
$9.2 - $15.39 $8.58M - $14.4M
1.07M $12.7M
ALKT
Alkami Technology, Inc.

Technology
461K
+ 706.8%
$23.76 - $37.53 $10.9M - $17.3M
526K $13.8M
CARG
Car Gurus, Inc.

Communication Services
472K
+ 106.65%
$28.82 - $40.55 $13.6M - $19.1M
914K $26.6M
DOCU
Docusign, Inc.

Technology
159K
+ 48.05%
$74.7 - $97.7 $11.9M - $15.5M
490K $39.8M
VRRM
Verra Mobility Corp

Industrials
446K
+ 517.53%
$19.76 - $26.87 $8.82M - $12M
533K $12M
ALRM
Alarm.Com Holdings, Inc.

Technology
171K
+ 587.36%
$55.65 - $63.82 $9.53M - $10.9M
200K $11.2M
UBER
Uber Technologies, Inc

Technology
128K
New
$63.17 - $81.49 $8.06M - $10.4M
128K $9.3M
CSWI
Csw Industrials, Inc.

Industrials
32.9K
+ 620.65%
$283.77 - $396.86 $9.33M - $13M
38.2K $11.1M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
90.5K
+ 754.68%
$100.91 - $174.52 $9.14M - $15.8M
103K $11M
CERT
Certara, Inc.

Healthcare
922K
+ 534.53%
$9.9 - $14.25 $9.13M - $13.1M
1.09M $10.8M
LNTH
Lantheus Holdings, Inc.

Healthcare
90.8K
+ 899.24%
$78.23 - $110.01 $7.1M - $9.98M
101K $9.84M
APH
Amphenol Corp

Technology
180K
+ 24.21%
$61.62 - $78.55 $11.1M - $14.1M
922K $60.5M
FELE
Franklin Electric CO Inc

Industrials
92.6K
New
$93.38 - $106.03 $8.65M - $9.82M
92.6K $8.7M
ERII
Energy Recovery, Inc.

Industrials
535K
+ 403.53%
$14.06 - $16.83 $7.52M - $9M
667K $10.6M
DHR
Danaher Corp

Healthcare
58.5K
+ 37.91%
$201.62 - $250.59 $11.8M - $14.7M
213K $43.6M
FTV
Fortive Corp

Technology
212K
+ 4.93%
$71.82 - $82.98 $15.2M - $17.6M
4.51M $330M
AIN
Albany International Corp

Consumer Cyclical
112K
+ 784.25%
$69.04 - $82.96 $7.73M - $9.29M
126K $8.72M
FORM
Formfactor Inc

Technology
284K
+ 459.53%
$28.29 - $47.24 $8.03M - $13.4M
346K $9.78M
Activity Summary
Buys All Purchases 91 New Holdings 24 Increased Positions 67 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 5 Puts 3
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